Congratulations to Tim Callan for passing the CPWA® exam

We are pleased to announce that Tim S. Callan, CFP® has passed the Certified Private Wealth Advisor® (CPWA®) exam! The CPWA® certification program is an advanced credential created specifically for wealth managers who work with high-net-worth clients, focusing on the life cycle of wealth: accumulation, preservation and distribution. Candidates who earn the certification learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. For more information on the exam and the designation, please visit

Congratulations to Tim on this significant achievement!

Recommended Posts